(DTD) WisdomTree U.S. Total - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US97717W1099 • Large Value
DTD: US, Stocks, Dividend, Paying, Companies
The WisdomTree U.S. Total Dividend Fund, listed on NYSE ARCA under the ticker DTD, is designed to track the performance of a fundamentally-weighted index consisting of U.S. companies that are regular cash dividend payers. This index is unique in that it focuses on the dividend-paying aspect of U.S. companies, providing a distinct investment strategy for those seeking income-generating assets. By investing at least 95% of its total assets in the constituent securities of the index or in investments that mimic the economic characteristics of these securities, the fund aims to closely replicate the index's performance.
As a non-diversified fund, the WisdomTree U.S. Total Dividend Fund may concentrate its investments in a smaller number of securities, which can be beneficial for investors looking to capitalize on the growth and dividend potential of specific U.S. companies. The fund's investment strategy is built around a fundamentally-weighted index, which means that the companies included in the index are selected and weighted based on fundamental metrics such as dividend payments. This approach can provide a more nuanced view of a company's value and potential for long-term growth, compared to traditional market-capitalization-weighted indices.
With its domicile in the United States and an ISIN of US97717W1099, the WisdomTree U.S. Total Dividend Fund is classified as an exchange-traded fund (ETF) under the Large Value category. This categorization reflects the fund's focus on established U.S. companies with a history of paying consistent dividends, which are often characterized by their relatively stable valuations and lower volatility compared to growth-oriented stocks. Investors seeking to incorporate a value investing strategy with a dividend income component may find this fund appealing, given its unique blend of dividend-focused and fundamentally-weighted indexing.
Additional Sources for DTD ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
DTD ETF Overview
Market Cap in USD | 1,311m |
Category | Large Value |
TER | 0.28% |
IPO / Inception | 2006-06-16 |
DTD ETF Ratings
Growth 5y | 80.7% |
Fundamental | - |
Dividend | 46.3% |
Rel. Strength Industry | 19.3 |
Analysts | - |
Fair Price Momentum | 80.46 USD |
Fair Price DCF | - |
DTD Dividends
Dividend Yield 12m | 2.02% |
Yield on Cost 5y | 3.42% |
Annual Growth 5y | 1.90% |
Payout Consistency | 96.3% |
DTD Growth Ratios
Growth Correlation 3m | -27% |
Growth Correlation 12m | 95.1% |
Growth Correlation 5y | 92.5% |
CAGR 5y | 11.15% |
CAGR/Mean DD 5y | 2.40 |
Sharpe Ratio 12m | 1.47 |
Alpha | -3.21 |
Beta | 0.90 |
Volatility | 13.55% |
Current Volume | 20.9k |
Average Volume 20d | 40.8k |
As of January 23, 2025, the stock is trading at USD 78.00 with a total of 20,900 shares traded.
Over the past week, the price has changed by +1.44%, over one month by +2.54%, over three months by +0.70% and over the past year by +21.54%.
Yes. Based on ValueRay Analyses, WisdomTree U.S. Total (NYSE ARCA:DTD) is currently (January 2025) a good stock to buy. It has a ValueRay Growth Rating of 80.72 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of DTD as of January 2025 is 80.46. This means that DTD is currently overvalued and has a potential downside of 3.15%.
WisdomTree U.S. Total has no consensus analysts rating.
According to ValueRays Forecast Model, DTD WisdomTree U.S. Total will be worth about 89.2 in January 2026. The stock is currently trading at 78.00. This means that the stock has a potential upside of +14.33%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 89.2 | 14.3% |